|
51
|
Modera Wealth Management
Westwood,
New Jersey
|
$48.5M
|
+$5.26M
|
+186,565
|
+13%
|
|
|
52
|
KEB Asset Management
Springfield,
Illinois
|
$47.9M
|
+$46.7M
|
+1,653,353
|
New
|
|
|
53
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$46.5M
|
+$45.3M
|
+1,603,577
|
New
|
|
|
54
|
UBS Group
Zurich,
Switzerland
|
$45.7M
|
+$1.07M
|
+37,812
|
+2%
|
|
|
55
|
TCI Wealth Advisors
Tucson,
Arizona
|
$44.9M
|
+$221K
|
+7,833
|
+0.5%
|
|
|
56
|
Shearwater Capital
Denver,
Colorado
|
$44.1M
|
+$43M
|
+1,523,703
|
New
|
|
|
57
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$43.8M
|
-$809K
|
-28,667
|
-2%
|
|
|
58
|
Perigon Wealth Management
San Francisco,
California
|
$43.7M
|
+$35.7K
|
+1,264
|
+0.1%
|
|
|
59
|
CPWM LLC
Seattle,
Washington
|
$43.6M
|
–
|
–
|
–
|
|
|
60
|
Capital Performance Advisors
Walnut Creek,
California
|
$42.8M
|
+$45.8M
|
+1,621,666
|
New
|
|
|
61
|
First Ascent Asset Management
Denver,
Colorado
|
$41.8M
|
-$1.05M
|
-37,034
|
-3%
|
|
|
62
|
Private Advisor Group
Morristown,
New Jersey
|
$41.3M
|
-$8.92M
|
-316,093
|
-18%
|
|
|
63
|
Allworth Financial
Folsom,
California
|
$40.2M
|
+$11.4M
|
+402,465
|
+41%
|
|
|
64
|
New Capital Management
Houston,
Texas
|
$39M
|
-$28.6K
|
-1,013
|
-0.1%
|
|
|
65
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$38.8M
|
+$40.5M
|
+1,434,120
|
New
|
|
|
66
|
Bayshore Asset Management
Coral Gables,
Florida
|
$37.4M
|
+$36.5M
|
+1,292,613
|
New
|
|
|
67
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$37.4M
|
+$36.4M
|
+1,289,313
|
New
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$36.9M
|
-$2.44M
|
-86,357
|
-6%
|
|
|
69
|
UMB Bank
Kansas City,
Missouri
|
$36M
|
+$33.9M
|
+1,202,550
|
+2,975%
|
|
|
70
|
Dopkins Wealth Management
Williamsville,
New York
|
$34.5M
|
+$33.6M
|
+1,190,860
|
New
|
|
|
71
|
BetterWealth
San Jose,
California
|
$32.9M
|
+$32.1M
|
+1,136,822
|
New
|
|
|
72
|
RS Crum Inc
Newport Beach,
California
|
$32.7M
|
+$31.8M
|
+1,127,058
|
New
|
|
|
73
|
Claris Advisors
St. Louis,
Missouri
|
$32.1M
|
+$31.3M
|
+1,108,284
|
New
|
|
|
74
|
WMS Partners
Towson,
Maryland
|
$32.1M
|
-$1.38M
|
-48,872
|
-4%
|
|
|
75
|
Asset Dedication LLC
San Francisco,
California
|
$32M
|
+$3.54M
|
+125,497
|
+13%
|
|
